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Phillips Edison & Co
PECO

Overview Fund Activity

363 hedge funds and large institutions have $3.37B invested in Phillips Edison & Co in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 106 increasing their positions, 126 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+17
Holders Change %
+4.91%
% of All Funds
5.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
50
Increased
106
Reduced
126
Closed
29
Calls
$6.18M
Puts
$725K
Net Calls
+$5.45M
Net Calls Change
-$754K

Top Buyers

1
BlackRock
BlackRock
New York
$725M
2
State Street
State Street
Massachusetts
$225M
3
Macquarie Group
Macquarie Group
Australia
$57M
4
Vanguard Group
Vanguard Group
Pennsylvania
$633M
5
Principal Financial Group
Principal Financial Group
Iowa
$22.7M

Top Sellers

1
Millennium Management
Millennium Management
New York
$0
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$174M
3
ACM
AEW Capital Management
Massachusetts
$0
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$6.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWTC
276
Laird Norton Wetherby Trust Company
Washington
$232K – – –
GFA
277
Gallagher Fiduciary Advisors
Illinois
$232K – – –
MWA
278
Monograph Wealth Advisors
California
$227K – – –
FCA
279
FLC Capital Advisors
California
$224K -$48.1K -1,411 -18%
Brown Advisory
280
Brown Advisory
Maryland
$224K +$224K +6,564 New
MOS
281
MGO One Seven
Ohio
$221K +$1.36K +40 +0.6%
BBNA
282
Bremer Bank National Association
Minnesota
$220K +$220K +6,451 New
ASN
283
Advisory Services Network
Georgia
$217K +$61.6K +1,807 +40%
ACG
284
Allen Capital Group
Nebraska
$216K – – –
TBWA
285
Three Bridge Wealth Advisors
California
$213K – – –
Allspring Global Investments
286
Allspring Global Investments
North Carolina
$209K -$14.5K -424 -6%
JPMPWA
287
J.P. Morgan Private Wealth Advisors
California
$208K -$26.1K -765 -11%
CWA
288
Clarus Wealth Advisors
Arizona
$207K +$207K +6,254 New
GHA
289
GW Henssler & Associates
Georgia
$205K +$205K +6,008 New
BOSSRA
290
B.O.S.S. Retirement Advisors
Utah
$204K -$62K -1,820 -23%
QT
291
Quantamental Technologies
New York
$204K +$204K +5,985 New
CAPTRUST Financial Advisors
292
CAPTRUST Financial Advisors
North Carolina
$201K +$201K +5,897 New
WP
293
WealthPLAN Partners
Nebraska
$194K -$12.1K -355 -6%
IGWM
294
ICA Group Wealth Management
Colorado
$182K -$465K -13,658 -72%
RDIA
295
RE Dickinson Investment Advisors
Iowa
$177K +$1.71K +50 +1%
GI
296
Gradient Investments
Minnesota
$177K – – –
BWA
297
BDO Wealth Advisors
Florida
$174K +$174K +5,117 New
SIS
298
Sound Income Strategies
Florida
$164K -$51.1K -1,498 -24%
LFG
299
Larson Financial Group
Missouri
$147K -$6.58K -193 -4%
AF
300
Allworth Financial
California
$128K – – –
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12
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